CONE - The Retiree's Dividend Portfolio - John's May Update: Don't Ignore The Home Improvement Sector
- John's retirement accounts generated a total of $1,156.93 of dividend income for May 2021 vs. $1,026.78 of dividend income for May 2020.
- John's Traditional IRA had a balance of $327,745.48 as of May 30, 2021, vs. $241,715.44 on May 30, 2020. The estimated annualized yield is 4.45%.
- John's Roth IRA had a balance of $205,020.16 as of May 30, 2021, vs. $141,864.87 on May 30, 2020. The estimated annualized yield is 3.43%.
- Two companies paid an increased dividend or issued a special dividend during the month of May.
- I have included the new tables for tracking month-end cash balance and unrealized gain/loss for both the Traditional and Roth IRAs.
For further details see:
The Retiree's Dividend Portfolio - John's May Update: Don't Ignore The Home Improvement Sector